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My spouse (66y.o) and I (70y.o.) had made our only after-tax contributions to our several 48-59 months TIRAs withing last...

Cisco Training Dubai offers classes on a wide variety of technical and business applications. They offer an extensive collection of...

On August 30, 2016 IRS released Announcement 2016-30 that allows for streamlining employer plan loan procedures and liberalizing hardship distribution rules for most employer plans. The following procedures are in effect until January 17, 2017 for victims of the storms and flooding in Louisiana that began on August 11, 2016.

Taxpayer turned 70 1/2 in 2015. He took his 2015 RMDs from all but one of his IRA accounts during...

There is good news for everyone with a retirement account. The IRS recently released Revenue Procedure 2016-47, which provides a new and easier way for you to complete a late 60-day rollover of retirement funds using a self-certification procedure. Here are 10 things you should know about this new procedure that just might save your retirement savings.

I have a important question. I have significant credit card debt (about 30000+) which I am unable to pay now...

I’ve read suggestions to file form 5329 proactively after doing a backdoor Roth IRA contribution, even when no penalty is...

A deceased spouse has left his TIRA’s and RIRA’s to his surviving spouse who is the sole beneficiary. What is...

If an employee terminates service after 55 and wishes to take withdrawals from the 401k plan from the company he...

A holiday weekend version of The Slott Report Mailbag features questions concerning a 1099-R filing error, the possibility of converting an annuity to a Roth IRA and the viability of the often discussed (at least in this space) back-door Roth IRA.